Our Dedicated Team
Our well structured team helps create a seamless process for our clients in even the most difficult situations. You can count on responsiveness, proactiveness and a group that truly cares about you.
As a private service we are the core of our clients financial lives. We are proud to always operate with our clients best interest and continue to prove excellence with the several hundred households we represent.
Chris B Lucatorto
Financial Advisor
With an extensive trading background and a passion for investments, Chris works closely with his clients to create unique solutions to help accomplish the goals they have yearned for.
Chris advises his several hundred clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. He assess clients' current strategy & assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Samantha Lucatorto
Director of Operations and Client Service
For the last 6 years, Samantha has been a key contact for our existing clients and a crucial part in the seamless integration of solutions.
She oversees the operational activities of the business and ensures positive client experience and assist Chris with the seamless implementation of solutions.
Theresa Amidei
Executive Assistant & Client Service Coordinator
Theresa is a kind and knowledgeable front line team member.
She leverages remarkable communication, problem-solving and skills to provide exceptional client service and streamline administrative procedure.